+48.0%
KR vs VO
+41.0%
+7.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | -2.7% | -2.5% | -0.2% | -2.2% |
| 30D | +1.9% | -3.2% | +5.2% | +2.5% |
| 3M | -11.0% | +3.9% | -15.0% | -11.7% |
| 6M | -20.2% | +9.6% | -29.9% | -21.7% |
| YTD | -7.3% | +11.6% | -18.9% | -9.5% |
| 1Y | -13.1% | +12.6% | -25.7% | -15.4% |
| 3Y | +29.7% | +55.4% | -25.7% | +14.8% |
| All | +48.0% | +41.0% | +7.0% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling